Tax & Advisory Services

 

 

JWH CPA PLLC provides proactive tax and advisory services to individuals, business owners, and investors. Areas of focus include tax preparation and advisory, international and expatriate tax, business advisory and CFO services, real estate tax, retirement and tax-smart planning, and entity structuring.

 

Our approach goes beyond compliance. We help clients understand the tax and financial implications of their options, anticipate issues and opportunities, and make informed decisions before transactions occur.

 

Whether the need involves a complex individual return, cross-border tax matter, business decision, real estate investment, or retirement strategy, our goal is to provide clear, practical guidance tailored to each client’s circumstances.

 

We are located in Charlotte, NC but assist clients remotely across the globe.  Let's talk about how we can help you, so you can focus on what you love. 

Our Services

Business Tax Services

Individual Tax Preparation

Expatriate & International Tax

Tax Planning & Advisory

Bookkeeping

Payroll

Contact Us

Jennifer Weiss-Heery, CPA

Member of American Institute of CPAs (AICPA)

15720 Brixham Hill Ave,
Ste 300, Charlotte, NC 28277

15720 Brixham Hill Ave, Ste 300,
Charlotte, NC 28277

Jennifer Weiss-Heery, CPA

15720 Brixham Hill Ave,
Ste 300, Charlotte, NC 28277

Member of American Institute of CPAs (AICPA)